Client Executive

Are you an ambitious Corporate Client Executive looking for the opportunity to inherit a substantial portfolio while still having the freedom to grow your own book?
We’re working with a highly respected insurance Broker that’s investing heavily in its Bristol operation as part of an exciting period of growth and transformation. This is an outstanding opportunity to join a business with ambitious plans, a collaborative culture and a genuine commitment to developing its people.
If you’re looking for a role where you can build long-term client relationships, work strategically with complex risks and be rewarded for growing your portfolio, this could be the opportunity you’ve been waiting for.

You’ll take ownership of an established portfolio of corporate clients from day one, while identifying opportunities to strengthen existing relationships and generate new business.

Key responsibilities include:

• Managing an established corporate portfolio with an annual income of approximately £400,000-£500,000
• Building trusted relationships with clients and becoming their strategic insurance Adviser
• Identifying opportunities to grow your portfolio through cross‑selling, referrals and new business development
• Delivering a consultative approach focused on risk management, business continuity and long‑term value rather than purely competing on price
• Working with a diverse client base, including UK businesses with complex and multinational insurance requirements
• Collaborating closely with experienced Client Advisors and the wider corporate team to deliver exceptional client outcomes

We’re keen to speak with experienced Corporate Client Executives who enjoy developing relationships, winning business and delivering expert advice.
You’ll ideally have:

• Experience managing corporate or large, complex commercial insurance clients
• A proven track record of retaining and growing client portfolios
• A proactive and commercially driven approach to identifying new business opportunities
• Strong communication and relationship‑building skills, with the ability to engage confidently with senior stakeholders
• A consultative mindset and the ability to provide strategic insurance advice
• Diploma qualified (or working towards it) would be advantageous
• Experience gained within either a national, global or independent insurance Broker

This is an excellent opportunity to join a business that’s investing in growth, people and long‑term success.
In return, you’ll receive:

• Salary up to £65,000
• Uncapped bonus potential with realistic earnings of £20,000-£40,000
• An established, high‑value portfolio from day one
• Hybrid working (typically three days per week in the Bristol office)
• Comprehensive benefits package
• Genuine career progression opportunities within a business that promotes from within
• A collaborative environment where you’ll have the autonomy, support and resources to develop your portfolio and maximise your earning potential

If you’re looking for a role that combines an inherited book of quality corporate clients with genuine opportunities for growth and career progression, we’d love to hear from you.

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At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.